Dashboard

Welcome to portfolios.tools — your financial tool hub.

Stock Chart

Real-time stock prices with interactive candlestick charts and SMA overlays.

Estimate tax savings from holding beyond one year — compare short-term vs long-term rates.

Calculate YTM, current yield, and coupon yield from bond inputs.

Compare multiple investment scenarios side by side — monthly vs annual, tax-deferred vs taxable.

Compute daily/monthly/annual margin interest cost for any brokerage rate.

Compute breakeven prices for calls and puts at expiration.

Compare qualified vs ordinary dividend tax treatment across tax brackets.

Track upcoming ex-dividend dates, countdown to payouts, and estimate dividend income.

Screen stocks by free cash flow yield — compare cash generation to market cap for value opportunities.

Compute gross, operating, and net margins plus interest coverage from income statement line items.

Allocate new cash to hit your target percentages without selling.

Compare upfront lump sum against dollar-cost averaging over time.

Compare ETF holdings to detect hidden portfolio concentration risks.

Heat-map of sector, country & currency concentration risk in your portfolio.

Calculate your real dividend yield based on original purchase price — see how dividend growth compounds your YOC.

Compute max drawdown, recovery time, and Ulcer Index from portfolio values.

Compute real average cost per share from periodic buys — compare DCA vs lump sum.

Predict bankruptcy risk using the 5-ratio Altman Z-Score model.

Score financial health with current ratio, D/E, equity ratio, and debt ratio.

Track EPS beats and misses quarter by quarter. Compute surprise percentages, streak counts, and average surprise.